See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,001 | $90,348+129.1% | $75,972+172.5% | $145,922+41.9% |
| Participation rate | 45.8% | 74.5%-28.6pp | 69.1%-23.2pp | 80.3%-34.4pp |
| Annual return | 24.72% | 620.88%-596.2pp | 359.55%-334.8pp | 561.29%-536.6pp |
| Employer contribution / active EE | $452 | $3,311-86.3% | $2,685-83.2% | $4,660-90.3% |
| Participant deferral / active EE | $1,143 | $5,162-77.9% | $4,255-73.2% | $6,688-82.9% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |